Section 01

The Legislative Context: Finance Bill 2026 Passes with 32 Amendments

The Lok Sabha passed the Finance Bill 2026 on 25 March 2026, approving 32 government-proposed amendments to the taxation framework. The Bill, introduced as part of the Union Budget 2026–27 presented on 1 February 2026 by Finance Minister Nirmala Sitharaman, gives legal force to a range of income-tax, procedural, and incentive-related changes. Among the most consequential for India’s international financial services sector is the extension of the tax holiday under Section 80LA — now re-enacted as Section 147 of the Income Tax Act, 2025 — from 10 years to 20 years.

This amendment sits within the broader policy objective announced in the Budget Memorandum under the heading “Attracting Global Business and Investment”. The Government explicitly stated that the extension is intended to enhance the global competitiveness of the International Financial Services Centre (IFSC) regime and attract long-term financial sector investments into India.

The new Income Tax Act, 2025, which replaces the 65-year-old Income Tax Act of 1961, comes into force on 1 April 2026. The SEZ and IFSC deduction provisions, previously found in Section 80LA of the old Act, are now codified under Section 147 of the new Act — but the Finance Bill 2026 amendments ensure that the transition is accompanied by a significant expansion, not mere re-enactment.

Section 02

What Exactly Has Changed: The Anatomy of the Amendment

To understand the significance of this amendment, it helps to look at the precise changes across the two categories of beneficiaries — Offshore Banking Units and IFSC units — alongside the parallel position of SEZ export units under Section 10AA.

Provision Entity Earlier Position Amended Position (w.e.f. 1 Apr 2026)
Section 80LA / Section 147 Offshore Banking Units (OBUs) in SEZs 100% deduction for 5 years + 50% for 5 years = 10 consecutive years 100% deduction for 20 consecutive years; post-holiday income taxed at 15%
Section 80LA / Section 147 IFSC Units (GIFT City and similar) 100% deduction for 10 years out of a block of 15 years (at the unit’s option) 100% deduction for 20 years out of a block of 25 years (at the unit’s option); post-holiday income taxed at 15%
Section 10AA SEZ Export Units (Manufacturing & Services) 100% for 5 years + 50% for 5 years + 50% (reinvested) for 5 years = 15-year window No change to the deduction structure; 15-year window continues. Sunset clause limits benefit to units commencing before 1 April 2021.
📖 Key Technical Detail

Section 147(2) of the Income Tax Act, 2025 opens with the phrase: “Irrespective of anything contained in Section 80LA of the Income-tax Act, 1961, the deduction shall be allowed…” This overriding language means both existing and new IFSC units and OBUs fall under the revised 20-year provisions — not the earlier 10-year window. Units that have already commenced their tax holiday period on or before 1 April 2026 are eligible for the remaining years within the expanded 20-year (or 20-out-of-25) window.

20
Years Tax Holiday
(up from 10)
15%
Post-Holiday
Tax Rate
35+
Banks Operating
at GIFT City IFSC
$100B+
Forex Loans
Disbursed via IFSC
Section 03

Why the Amendment Was Necessary: The Expiry Problem

The amendment did not emerge from academic policy-making. It responded to a concrete, time-sensitive problem: the 10-year tax holiday for several of India’s largest banking institutions at GIFT City IFSC was set to expire. State Bank of India, Bank of Baroda, and Yes Bank — among others — had written to the Government seeking an extension. Without it, these institutions faced the prospect of their IFSC income being taxed at standard corporate rates of 25% to 38%, making their GIFT City operations materially less competitive compared to offshore alternatives in Singapore, Dubai, and Hong Kong.

Global financial institutions evaluate tax stability over 15–25 year horizons when making location decisions for treasury centres, lending desks, and fund management operations. A 10-year holiday — with uncertainty about what happens afterwards — created hesitancy among potential entrants and expansion anxiety among existing tenants.

“The extension of the tax deduction window offers clarity and predictability that global financial institutions look for when making long-term location and capital allocation decisions.”

The amendment addresses this by doubling the tax-free period and then providing a concessional 15% rate for income earned after the holiday exhausts — compared to the 25–38% applicable under the standard corporate tax regime. This two-tier structure (20 years at zero, subsequent years at 15%) is designed to make India’s IFSC permanently competitive, not just temporarily attractive.

Section 04

Impact on Businesses: Who Benefits and How

The amendment has differentiated impact across three categories of entities: IFSC financial service units, offshore banking units, and SEZ export units. The implications for each are distinct.

Impact 01

🏦 IFSC Units at GIFT City

Fund managers, insurance companies (IIOs), aircraft and ship leasing entities, fintech companies, and capital market intermediaries operating from GIFT City IFSC now have a 20-year window to build scale before any income tax applies. The flexibility to choose 20 out of 25 years means units can optimise their tax holiday against their own revenue trajectory — starting the deduction in a year when profits are substantial, not nominal.

Impact 02

💰 Offshore Banking Units (OBUs)

OBUs now receive a flat 20-year 100% deduction — up from the earlier graduated structure of 100% for 5 years followed by 50% for 5 years. This eliminates the mid-tenure drop in benefit that previously made the latter half of the tax holiday less attractive. Banks can now plan consistent, long-term lending books without factoring in a benefit step-down at the halfway point.

Impact 03

📦 SEZ Export Units (Section 10AA)

The graduated 15-year deduction structure under Section 10AA — 100% for 5 years, 50% for 5 years, and 50% (on reinvested profits) for 5 years — remains unchanged. However, SEZ manufacturers and IT services exporters benefit indirectly: the enhanced IFSC ecosystem creates deeper banking and treasury infrastructure within SEZs, improving access to foreign-currency financing for export operations.

Impact 04

🌍 Foreign Investors & MNCs

For global banks, reinsurance companies, and fund houses evaluating India versus competing jurisdictions, the 20-year certainty is a decisive factor. One in every three dollars of External Commercial Borrowing (ECB) is already initiated from GIFT City. The amendment reinforces India’s position as a credible long-term destination for financial service operations that were previously offshored to Dubai, Singapore, or Mauritius.

Section 05

The Anti-Abuse Safeguard: What New Units Must Know

The amendment does not come without guardrails. Section 147(5) of the Income Tax Act, 2025, as proposed, introduces an anti-abuse provision for units commencing operations on or after 1 April 2026. The deduction shall be available only if the unit is not formed by splitting up, reconstruction, reorganisation, or transfer of a business already in existence in India.

This is a significant safeguard. It prevents domestic financial operations from simply re-domiciling to an IFSC or SEZ purely to claim the extended tax holiday. The deduction is intended for genuinely new operations that add incremental activity to the Indian financial ecosystem — not for legacy businesses that relocate to capture a tax advantage.

⚠️ Compliance Alert for New Units

If your entity is contemplating setting up an IFSC unit or OBU after 1 April 2026, ensure the organisational structure can demonstrate that the new unit is not a reconstruction or reorganisation of an existing Indian business. The Assessing Officer will examine the substance of the arrangement — not merely its legal form. Documentation of the new unit’s distinct business plan, independent client base, and separate operational infrastructure will be critical to sustaining the deduction claim.

Section 06

Compliance Implications: What CAs and CFOs Must Track

The extended deduction period creates new compliance obligations — and extends existing ones over a longer horizon. For Chartered Accountants advising SEZ and IFSC clients, and for CFOs managing multi-year tax positions, the following areas require immediate attention.

📋
Action Required
Form 10CCF Certification Over 20 Years
The deduction under Section 80LA (now Section 147) requires filing of a Chartered Accountant’s certificate in Form 10CCF along with every annual return. With the deduction period now spanning 20 years, CAs must ensure continuity of certification and consistent computation methodology across two decades of returns.
📂
Action Required
Separate Books of Account for OBU/IFSC Income
Income eligible for deduction must be clearly identifiable from approved business activities. Maintaining separate books of account for the OBU or IFSC unit — distinct from the bank’s or company’s domestic operations — is not optional. Transfer pricing documentation for inter-unit transactions must also be maintained at arm’s length.
💱
Action Required
Track the 20-of-25 Year Option (IFSC Units)
IFSC units have the flexibility to choose 20 consecutive years out of a 25-year block. The year in which the deduction is first claimed becomes the starting point. This choice, once exercised, is irrevocable. CFOs must model revenue projections carefully to determine the optimal start year for the deduction period.
⚠️
Caution
Post-Holiday 15% Rate — Ensure Correct Computation
Once the 20-year deduction period exhausts, business income of IFSC units and OBUs will be taxed at a concessional rate of 15% — not the standard 25% or higher corporate rate. This is a separate provision that must be correctly applied in the return. Misapplying the standard rate could result in excess tax payment or incorrect advance tax computation.
🚫
Caution
Section 10AA: Sunset Clause Still Applies
The Finance Bill 2026 does not revive or extend the sunset clause for Section 10AA SEZ export unit deductions. Only units that commenced manufacturing or services before 1 April 2021 remain eligible. No new Section 10AA claims can be initiated for units set up after this date. Existing claims continue under the 15-year graduated structure without change.
Section 07

The Broader Picture: India’s IFSC Ambition and the SEZ Ecosystem

This amendment is not an isolated tax change. It is part of a deliberate, multi-year strategy to position India — specifically GIFT City in Gandhinagar — as a global financial services hub capable of competing with established centres like Singapore, Hong Kong, Dubai, and London.

Since the establishment of the International Financial Services Centres Authority (IFSCA) in 2019 as a unified regulator, GIFT City has seen accelerating momentum. The centre has crossed the milestone of over 1,000 registered entities spanning banking, reinsurance, asset management, and aircraft and ship leasing. Banks operating from GIFT City have cumulatively disbursed more than $100 billion in foreign-currency loans. Nearly one in every three dollars of ECB raised in India is now initiated from the IFSC.

For SEZ exporters in manufacturing and IT services, the strengthened IFSC ecosystem within SEZs creates tangible collateral benefits: better access to foreign-currency credit, deeper treasury management infrastructure, and a more credible international profile for the SEZ as a whole. When an OBU in a Chennai or Pune SEZ has a 20-year tax-stable operating horizon, it is more likely to build a substantive, long-term lending book for the export units operating alongside it.

The Government has also proposed rationalising the tax treatment of inter-group loans and advances routed through treasury centres at IFSC — further reducing friction for multinational corporations that channel capital through Indian IFSCs to fund domestic and regional operations.

The CA Perspective

A Long-Term Incentive Demands Long-Term Compliance Discipline

At R. Mahesh & Associates, our practice has spanned the lifecycle of SEZ and IFSC tax incentives — from the early days of Section 10A through the evolution of Section 10AA and now the transition to the new Income Tax Act, 2025. Across this journey, one principle has remained constant: the value of a tax incentive is only as durable as the compliance that supports it.

A 20-year tax holiday is an extraordinary benefit. But it also means 20 years of annual certifications, 20 years of separate books, 20 years of transfer pricing documentation, and 20 years during which a single procedural lapse — a missed Form 10CCF, an unsegregated income stream, a belated return — can jeopardise the deduction for that year or trigger a dispute that contaminates subsequent years.

For our SEZ and IFSC clients, our advice is consistent: build the compliance infrastructure today as if you will be audited in Year 19. The amendment is a signal of the Government’s long-term commitment to these zones. Businesses that match that commitment with sustained compliance rigour will be the ones that realise the full benefit.

Twenty years of tax certainty is a gift. What you build with it depends on how well you document it.

Related Reading

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